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Twin Peaks Wealth Advisors’s Bank OZK OZK Stock Holding History

Twin Peaks Wealth Advisors’s Portfolio OZK Stock Details OZK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-79
Closed -$3.63K – 1593
2026
Q1 		$3.63K Buy
+79
New +$3.72K ﹤0.01% 1509
2025
Q3 		– Sell
-39
Closed -$1.93K – 1510
2025
Q2 		$1.93K Buy
+39
New +$1.71K ﹤0.01% 1635

Other funds holding OZK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Twin Peaks Wealth Advisors's OZK Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Bank OZK (OZK) in Q2 2026, closing a stake of 79 shares — an estimated $3.63K sold.

Twin Peaks Wealth Advisors first reported a position in OZK in Q2 2025 and held it in 2 quarters. The position peaked at $3.63K in Q1 2026. 529 funds tracked by Wall St. Rank hold OZK as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Bank OZK position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 79 Bank OZK shares in Q2 2026, an estimated $3.63K.
  • Twin Peaks Wealth Advisors first reported a position in Bank OZK in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Bank OZK position peaked at $3.63K in Q1 2026.
  • 529 funds tracked by Wall St. Rank held Bank OZK as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.